Rockefeller Lures Experienced FAs from Truist
As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments
Executive Moves
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DBS Exec to Lead Carbon Credits Exchange
He will also drive the company's culture, values, and behaviour, while building up a high performing team passionate about catalysing scalable sustainable solutions.
Credit Suisse Appoints Philippines Market Leader
Based in Singapore, Eugster will continue reporting to Philippines market group head Marcus Slöör.
Falcon Wealth adds new MD
Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters
GIC Nabs Senior Credit Suisse Technologist
The sovereign wealth fund has increasingly turned its gaze toward tech investments of late, particularly the growing digital assets sector.
Geneva boutique hires manager for private debt strategy
Schappler will take over the management of the private debt strategy.
Pensexpert appoints new regional manager in Basel
Pensexpert has promoted Alan Mastria as the new head of the Northwestern Switzerland region on November 1st.
Valiant board member exits
She will join AMAG Leasing as managing director in January 2022 and, as a result of this, she has been giving up her board mandates.
UK's oldest privately-owned bank appoints non-executive director
India brings 25 years’ experience in financial services
BNY Mellon WM names senior wealth manager
Mandy earned a Bachelor of Arts and a Master of Business Administration from Wheeling Jesuit University.
Founder's Daughter Takes Over Private Bank
Michaela has all the requisite business-oriented knowledge which will allow her to seamlessly assume her CEO responsibilities.
Pictet Expands North Asia Private Banking Coverage
In Singapore, Pictet Wealth Management (PWM) has formed a new team covering North Asia with three former UOB private bankers.